Institutional Ownership Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,831
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
66,484
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
62,639
shares
|
$0
0.05% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
59,066
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
56,783
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
49,758
shares
|
$0
2.5% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,512
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
48,066
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
47,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
46,872
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.27%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
45,438
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 61.13%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
42,062
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
40,451
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.38%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
38,807
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,574
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
34,794
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
34,276
shares
|
$0
1.19% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
32,869
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
32,564
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 620.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,039
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
29,916
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
29,096
shares
|
$0
0.65% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
28,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
28,416
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
26,092
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.3%
|
|